Using Zoho CRM for SyncApps integration and need to know the flow of the records? Here's a quick guide.
Let's take a look!
The selected Object/Module type is what SyncApps will be syncing.
If you have selected "Contacts", only the Contact type records will be synced to your Marketing Automation Master List/Audience.
If wanting to sync Leads, you'll need to set up another Sync Profile as you are only allowed to select 1 Object Type per Sync Profile. (For Free Plan, options are to purchase our Additional 2 Sync Profiles OR upgrade to one of our paid plans to grab more Sync Profiles + features)
For this use case, we'll use "Contacts" as the Object/Module Type.
Flow: Zoho CRM to Marketing Automation
email@example.com, which is under your Contacts in Zoho CRM, together with the basic fields such as Email Address, First Name, Last Name, and Phone Number, will be synced to Marketing Automation's specified Master List/Main List/Audience in Step 2 of the Sync Profile, if the record does not exist at the time of syncing.
SyncApps uses the standard email address, so if a record does not contain one, SyncApps will ignore that record and will not be synced to your Marketing Automation Software.
Flow: Marketing Automation to Zoho CRM
Both new record(s) and existing ones that belong to your Master List/Main List/Audience will be synced to Zoho CRM.
If you have pre-existing record(s) in your Marketing Automation's Master List/Main List/Audience, SyncApps will sync them to Zoho CRM by default. However, if you would like to have field mapping from existing records in Marketing Automation to update Zoho CRM, you will need to make sure to have the Field Mapping enabled and set the mapping of the fields.
Syncing Zoho CRM Campaign(s) and List View(s) to Marketing Automation
In Step 1 of the Sync Profile, when you selected specific Zoho CRM Campaign(s)List/View(s) or select "All Active Campaigns", each of them will be segmented into different email lists(s), Group(s) or Tag(s) under the specified Master List/Main List/Audience in Step 2 of the Sync Profile.
What about converted Leads? How does it work?
In your Leads Sync Profile, they will be synced from Zoho CRM to Marketing Automation. But later on, the Lead record in CRM is converted into a Contact type record. Once this record is converted, do not forget to enable the option "Delete converted Leads" in Step 1 of the Sync Profile so that SyncApps can be able to determine that record now as a Contact type.
The record will now then be updated in the Contacts Sync Profile whenever the Sync runs.
Be sure to check out our subscriber's story here on how SyncApps helped them save 100s of hours per year.
If you encounter any issues just shoot a note to our 24/7 Support Team.